Purchases and Sales Made in Q1 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 2024. The information is specifically focused on institutions that hold shares of INTUIT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-86- 0.76% |
$50.5K - $57.6K
|
11.2K
$6.72M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-87- 1.15% |
$51.1K - $58.2K
|
7.46K
$4.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-88- 7.91% |
$51.6K - $58.9K
|
1.02K
$616K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-90- 5.85% |
$52.8K - $60.2K
|
1.45K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-91- 5.04% |
$53.4K - $60.9K
|
1.71K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-91- 7.05% |
$53.4K - $60.9K
|
1.2K
$722K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-92- 0.62% |
$54K - $61.6K
|
14.7K
$8.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-93- 5.75% |
$54.6K - $62.3K
|
1.53K
$917K
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-94- 0.28% |
$55.2K - $62.9K
|
33.2K
$20M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-97- 3.49% |
$56.9K - $64.9K
|
2.68K
$1.61M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-98- 8.96% |
$57.5K - $65.6K
|
996
$599K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-99- 0.78% |
$58.1K - $66.3K
|
12.7K
$7.62M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 1.86% |
$58.7K - $66.9K
|
5.26K
$3.17M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-100- 11.51% |
$58.7K - $66.9K
|
769
$463K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-100- 1.58% |
$58.7K - $66.9K
|
6.23K
$3.75M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 2.73% |
$58.7K - $66.9K
|
3.57K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-101- 3.93% |
$59.3K - $67.6K
|
2.47K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-103- 14.05% |
$60.4K - $68.9K
|
630
$379K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-104- 85.95% |
$61K - $69.6K
|
17
$10.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-108- 5.98% |
$63.4K - $72.3K
|
1.7K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-109- 4.6% |
$64K - $73K
|
2.26K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-110- 6.63% |
$64.6K - $73.6K
|
1.55K
$932K
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-110- 0.47% |
$64.6K - $73.6K
|
23.3K
$14M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-111- 0.72% |
$65.1K - $74.3K
|
15.3K
$9.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-111- 12.07% |
$65.1K - $74.3K
|
809
$487K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-113- 8.25% |
$66.3K - $75.6K
|
1.26K
$755K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-113- 6.5% |
$66.3K - $75.6K
|
1.63K
$977K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-115- 2.03% |
$67.5K - $77K
|
5.56K
$3.34M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-117- 0.85% |
$68.7K - $78.3K
|
13.7K
$8.22M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-117- 1.03% |
$68.7K - $78.3K
|
11.3K
$6.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-119- 0.94% |
$69.8K - $79.7K
|
12.5K
$7.55M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-123- 14.3% |
$72.2K - $82.3K
|
737
$443K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-124- 1.58% |
$72.8K - $83K
|
7.73K
$4.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-125- 12.82% |
$73.4K - $83.7K
|
850
$511K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-125- 19.65% |
$73.4K - $83.7K
|
511
$307K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-126- 21.84% |
$73.9K - $84.3K
|
451
$271K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-127- 4.6% |
$74.5K - $85K
|
2.63K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-128- 5.17% |
$75.1K - $85.7K
|
2.35K
$1.41M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-130- 4.76% |
$76.3K - $87K
|
2.6K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-130- 10.09% |
$76.3K - $87K
|
1.16K
$697K
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-130- 10.8% |
$76.3K - $87K
|
1.07K
$646K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-130- 2.96% |
$76.3K - $87K
|
4.26K
$2.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-132- 5.96% |
$77.5K - $88.4K
|
2.08K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-132- 4.94% |
$77.5K - $88.4K
|
2.54K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-132- 3.73% |
$77.5K - $88.4K
|
3.4K
$2.05M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-134- 73.63% |
$78.6K - $89.7K
|
48
$28.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-136- 15.25% |
$79.8K - $91K
|
756
$455K
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-139- 1.4% |
$81.6K - $93K
|
9.79K
$5.89M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-141- 32.49% |
$82.7K - $94.4K
|
293
$176K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-142- 13.33% |
$83.3K - $95K
|
923
$555K
|